See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,362 | $99,652-65.5% | $78,778-56.4% | $147,584-76.7% |
| Participation rate | 73.3% | 76.2%-2.9pp | 69.2%+4.1pp | 82.8%-9.5pp |
| Annual return | 13.27% | 47.28%-34.0pp | 35.62%-22.3pp | 578.55%-565.3pp |
| Employer contribution / active EE | $775 | $2,796-72.3% | $1,986-61.0% | $4,876-84.1% |
| Participant deferral / active EE | $1,851 | $3,664-49.5% | $2,958-37.4% | $5,439-66.0% |
| Admin fee / account holder | $697 | $7,155-90.3% | $5,134-86.4% | $10,885-93.6% |